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This guide walks you through building a simple AI-powered lead qualification automation — no coding required. By the end, every new lead that fills out your form gets automatically read by AI, classified as Hot, Warm, or Cold, and logged into a spreadsheet for your sales team.

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What You're Building

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The problem: A business gets leads through a form, but someone has to manually read every submission and decide if it's worth chasing. That doesn't scale.

The solution: Let AI read each lead and make that call automatically.

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The workflow:

Lead fills out form (Tally)
        ↓
Automation platform receives it (Make)
        ↓
AI analyzes the lead (Gemini)
        ↓
AI's response gets structured into clean data (JSON Parser)
        ↓
Everything lands in a spreadsheet (Google Sheets)

Tools You'll Need

Tool Job Cost
Tally Collects the lead's info via a form Free
Make Connects all the apps and runs the automation Free tier available
Google Gemini Reads the lead and makes the Hot/Warm/Cold decision Free tier available
Google Sheets Stores the final, qualified lead data Free

Step 1 — Build Your Tally Form

Create a form that collects the basics you need to qualify a lead:

Click here to view the form sample: https://tally.so/r/GxO0Ro